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Investment Associate, Analyst

Investment ∙ Cypress, TX

About Caldwell Companies

Caldwell Companies is an established and growing development, investment and commercial services firm based in Northwest Houston. Caldwell Companies is a faith-based firm that engages in large-scale planned developments, real estate investments, commercial development and construction, land investment and sales and asset management. Our company culture is a family environment where the individual is treated with respect and accountability that helps foster personal growth and achievement. We have a fun work setting coupled with a fast-paced, exciting, and goal-oriented environment.

 

Job Summary

As an Investment Associate at Caldwell Companies, you will have a front row seat to the entire real estate investment and development process related to financial feasibility and underwriting. As the Analyst, you will report to senior leadership including the leaders of commercial and residential development, the CFO and CEO giving immediate influence and responsibility. In addition, expect constant interaction with project managers, engineers, designers, marketing professionals and sales teams. Truly a unique opportunity, you will gain exposure to a variety of financial modeling that includes, but not limited to, residential, multifamily, commercial, mixed use, office and retail. The Investment Associate has the responsibility of recommending the financial feasibility of current projects and acquisition opportunities. The analyst also assists with coordinating the disposition process at the end of an asset’s hold period. You will gain insight into construction of vertical and horizontal development, architecture, engineering, as well as all other facets of real estate development. At the heart of the role is financial modeling, with access to proprietary financial and development models, you will gain firsthand training with exposure to dynamic and exciting projects.

 

Responsibilities

  • Financial modeling for various property types
  • Investor reporting
  • Review and analyze offering memorandum packages for acquisition opportunities
  • Provide monthly reports to capital sources
  • Financial management and reporting of current projects
  • Interface with project managers to accurately project cash flow forecasts
  • Perform financial analysis to support management decisions
  • Interface with the design review committee to present any financial implications for decision making
  • Review marketing strategies and budgets with marketing team
  • Conduct market research to support modeling assumptions
  • Prepare presentation materials for new projects for the internal investment committee as well as debt and equity partners

 

Requirements

  • 0-3 years related experience, real estate valuation and/or investment analysis experience preferred
  • Graduate degree preferred i.e. MLERE, MRE, MBA or PPA Finance 
  • Strong modeling skills are required; proficiency in MS Excel and Argus
  • Excellent oral and written communication skills
  • Organizational skills with the ability to multi-task

 

Compensation & Benefits 

  • Starting base salary plus bonus
  • Company benefits: Medical, Vision, Dental, 401(k)
  • Internal investment opportunities

Caldwell Companies is an Equal Opportunity Employer

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